APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When opening a sale for the customer getting prompted with account balance / credit hold twice

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter a Customer account that currently has a credit hold

6. Select B. Continue with Cash Sale

   1. Verify the prompt is not shown again

7. Once at the Input field, select F8. Amend

8. Change the Customer account on the order to a different Customer that also has a Credit Hold

9. Select Yes to the dialog to change order form x cust to x cust

10. Select B. Continue with Cash Sale

    1. Verify the prompt is not shown again

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 5,3: Prompt Credit Hold on Past 90 Customers

• 5,4: Prompt Credit Hold on Past 60 Customers

• 5,5: Prompt Credit Hold on Past Customers

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=credit_terms_and_credit_hold

APPLICATION: PTM Vision/Customer File/Customer Statements

PROBLEM SUMMARY:  When using the Update Current Charges utility in Customer statements, an error is occurring

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select C. Customer File

3. Select F7. Print

4. Select C. Customer Statements

5. Select A. Automatically Print all statements

6. Select F6. Options/L. Update Current Charges

7. Select Yes to the dialog that states "Would you like to update Current charges in the Customer files?"

8. Enter a Greater Than Date

   1. Verify no error occurs and the list of Statements list is shown

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=customer_statements

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When opening an estimate and the X.Esc Exit button is selected instead of a SO/WO, we are showing that same prompt multiple times

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Select F2. New Order

5. Select X. Esc Exit on the Order Type menu

6. Enter Customer Account information

   1. Verify the Order Type menu is not shown again

7. Click in the PO/Memo field

   1. Verify the Order Type menu is not shown again

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=importing_or_converting_estimate

APPLICATION: PTM Vision/Purchase orders and Quickbooks Desktop Integrations

PROBLEM SUMMARY:  When a PO process is cancelled from the QB Menu that is shown, we are unable to access Purchase Orders again

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing required only if using the Quickbooks Desktop Integration with PTM Vision; Otherwise, no testing is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Add a Stocking part to the Purchase order and select Ok to create

5. Select O to order the part

6. Select R to receive the part

7. Select F8 to process the PO

8. When the Payables menu is shown, select X. Esc Exit

9. Select Ok to the dialog message that states "PO Receiving aborted"

10. Exit Purchase Orders using the Ok button or the Esc key

11. Select P. Purchase Orders

    1. Verify Purchase Orders is shown

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 5,59: Quickbooks Desktop Integration: Please Contact Pluss Software Sales Department for more Information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=quickbooks_desktop_integration